See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,110 | $106,543-22.9% | $91,220-10.0% | $134,475-38.9% |
| Participation rate | 81.3% | 76.8%+4.4pp | 73.2%+8.1pp | 81.2%0pp |
| Annual return | -15.37% | 160.60%-176.0pp | 114.01%-129.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,305 | $4,719-51.1% | $4,234-45.6% | $6,400-64.0% |
| Admin fee / account holder | $521 | $6,231-91.6% | $5,420-90.4% | $11,426-95.4% |